Senior Vice President, Advisor Solutions Group Practice Leader
Mr. Pappalardo is a Senior Vice President and the Practice Leader for the Advisor Solutions Group in Segal Marco Advisors’ Boston office. The Advisor Solutions Group is responsible for providing a full range of consulting services to broker dealers, banks, insurance companies, registered investment advisors, multi-family offices and other intermediaries that serve the high net worth marketplace.
Prior to joining the firm, Mr. Pappalardo held senior roles in asset management, investment consulting and wealth management. Most recently, he was Senior Vice President and Global Relationship Management Leader for GE Asset Management. Prior to GE, Mr. Pappalardo was a Director of Investment Consulting for Rogerscasey. He was also previously an Assistant Portfolio Manager at Amerivest Advisory Corporation and a financial advisor at both Prudential Securities and Oppenheimer & Co.
Mr. Pappalardo earned his Master of Science degree, with High Distinction, in Financial Planning from the Elkin B. McCallum Graduate School of Business at Bentley University, and his Bachelor of Science degree in Finance from the University of Massachusetts – Lowell. He holds the Certified Investment Management Analyst (CIMA®) designation from the Investments & Wealth Institute and the CAIA designation from the Chartered Alternative Investment Analyst Association. He also holds the Accredited Investment Fiduciary (AIF®) designation from the Center of Fiduciary Studies.